CRMGo SaaS – All-in-One CRM, HRM, Projects, Sales & Accounting Tool
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The All-in-One Platform to Run & Scale Your Business Smoothly
CRMGo SaaS is an advanced, all-in-one business management solution designed to centralize and simplify your daily operations. From HR to Sales, Projects to Accounting, CRMGo gives you complete control, transparency, and automation—so you can run your business with speed, accuracy, and ease.
With the SaaS version, you can create and manage subscription-based plans for your clients directly through a dedicated Super Admin panel.
A clean, modern, and intuitive dashboard interface
Complete overview of business metrics in one place
Quick insights into total clients, users, invoices, projects, expenses, deals & leads
Visual charts to track project progress, performance, payments & tasks
Daily, weekly & monthly activity overview
At-a-glance reminders for meetings, tasks, & expiring contracts
Easily manage all details of your employees and clients with smart filters.
Features include:
Add, edit, view, and organize staff data
Assign departments, roles & designations
Track employee status & availability
Streamlined communication and internal collaboration
Handle every HR operation from one platform:
Attendance Tracking: Daily, monthly, and detailed logs
Leave Management: Manage requests, approvals & leave records
Holidays & Events: Create and track holidays and events
Performance Management: Monitor employee KPIs & evaluations
Training Management: Assign, track and assess staff training sessions
Asset Management: Issue and record all company assets
Document Management: Organize employee files and manage compliance
Complaints & Support Tickets: Improved internal communication
Add, track & manage all incoming leads
Kanban and List View for easy navigation
Set lead stages, pipelines, follow-ups
Track communication, notes, calls, emails & files
Visual Kanban & List pipeline
Manage deals weekly, monthly, and past 30-day views
Assign team members, tasks & products
Add notes, attachments & follow-ups
Integrated calendar for meetings and milestones
Generate professional estimates in minutes
Assign clients, set due dates & statuses
Add items, quantities, taxes & discounts
Track and manage issued estimates seamlessly
CRMGo empowers you to execute projects with maximum efficiency.
Includes:
Kanban & List Views for smart project tracking
Manage budgets, expenses & timelines
Create and prioritize tasks & subtasks
Assign users and track progress in real time
Upload files, add comments & maintain clear communication
Generate project-related invoices
Track time through dedicated timesheets
Manage milestones and client feedback easily
A powerful accounting module for businesses:
Create & manage professional invoices
Track and record all payments
Manage expenses & categorize spending
Generate credit notes effortlessly
Real-time financial reports & analytics
Support for Stripe & PayPal online payments
Supports multiple languages
Fast, secure & fully responsive interface
Centralized communication with built-in chat system
Customizable settings for branding, email templates & system configuration
Business insights
Task & project overview
Revenue & expense charts
Upcoming events & reminders
Employee management
Client management
Department & designation roles
Filters for quick search
Attendance & leave tracking
Holiday scheduling
Performance & training
Asset & document management
Employee award & complaints management
Lead pipeline & stage management
Deal lifecycle tracking
Files, notes, discussions, contact logs
Calendar & follow-up reminders
Create/manage multiple projects
Add tasks, subtasks & priorities
Kanban views for projects & tasks
Timesheet tracking
Budget & expense monitoring
Invoice creation & management
Payment tracking
Credit notes management
Expense management
Stripe & PayPal integration
Create and manage SaaS pricing plans
Super admin panel
Automated plan expiry & renewal
System, business & print setting customization
